FLRN SPDR SER TR

Ownership history in Cornerstone Management, Inc.  ·  11 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Management, Inc. reported a position in SPDR SER TR (FLRN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.83% (2023 Q3)
Avg. % of fund
4.26%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 720,522 +36,222 +5.3% 3.61% $22.1M $30.52
2025 Q3 REDUCED 684,300 -1,527 -0.2% 3.49% $21.1M $30.18
2025 Q2 REDUCED 685,827 -85,480 -11.1% 3.68% $21.1M $29.78
2025 Q1 ADDED 771,307 +16,766 +2.2% 4.45% $23.8M $29.41
2024 Q4 ADDED 754,541 +87,231 +13.1% 4.49% $23.2M $29.07
2024 Q3 ADDED 667,310 +39,312 +6.3% 4.30% $20.6M $28.68
2024 Q2 REDUCED 627,998 -12,343 -1.9% 4.26% $19.4M $28.26
2024 Q1 ADDED 640,341 +47,866 +8.1% 4.38% $19.7M $27.82
2023 Q4 ADDED 592,475 +3,645 +0.6% 4.62% $18.1M $27.34
2023 Q3 REDUCED 588,830 -13,386 -2.2% 4.83% $18.1M $26.92
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% of Fund (quarterly)    FLRN price (monthly, adj. close)
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